Fill in a template for a record
AI agents: read /llms.txt; add .md to any page URL. This page as Markdown: /reference/message-templates/v2-message-template-compile.md. Index of every page and the rules for every call: /llms.txt. Guides and concepts in one file: /llms-full.txt. OpenAPI: /openapi.json.
POST/
Fills a saved template's placeholders from one record and returns the finished subject and body, with the template's attachments. Use it to show someone the message before sending it. Nothing is sent.
object_id is a sales order or quote for sales order and quote templates, and a purchase order for purchase order templates.
Path parameters
Your team slug, shown as Team ID next to your API key in Profile.
- Example
your-team
- Example
Request body
application/json, required.
The saved template's id.
The record it is about: a sales order or quote id for sales order and quote templates, a purchase order id for purchase order templates.
Response
200Successful response.
Child fields (3)
The template's attachments, as the attachment operations return them, except that a
mediaattachment readstype: reference_mediahere.Fields of each item (13)
For a document attachment, defaults to its kind, such as
Sales Order/Quote (PDF).For a
mediaorreference_mediaattachment, the file:id,name,file_name,mime_type,size, a downloadurl, a signedview_urland more. Null for document attachments.The attachment's options as a JSON-encoded string, not an object:
"[]", or for job sheets"{\"show_mockup\":true}"."null"for amediaorreference_mediafile. Decode it before use.
The filled-in subject. An empty string for types without a subject line (all but the three system types).
Errors
401The API key is missing or wrong (
unauthenticated).403You are not allowed to do this.
api_access_not_in_plan: your team's plan doesn't include API access (Pro and above, with an active subscription or trial), so every request answers this until the team upgrades. When your role lacks the permission the operation needs, the body is only{"message": "Insufficient Permission"}. Other refusals use the error envelope, withunauthorizedoruser_is_not_authorized.404Not found.
page_not_found: the team slug is unknown, you are not a member of the team, or an id in the path is not one of this team's.code: null, with a message that starts "No query results for": there is no record with that id.- When
- No template of your team has this
id. - Fix
- Use an id from the template list.
422The request was refused and changed nothing.
validation_failedlists what to fix inerror.fields; other codes name a business rule, explained inerror.message. A few checks answer with only{"message": "..."}. An operation that calls another service (a payment provider, a carrier, an accounting app) can answerconnect_timeout("Please retry again") when that service does not answer in time: the change may or may not have happened there, so read the record back before you retry.- When
object_idis missing (validation_failed).- Fix
- Send the record's id.
- When
object_idis not a record of your team of the right kind:error.codecompile_failed.- Fix
- Send a sales order or quote id for those templates, a purchase order id for purchase order templates.
Related
- POSTSend a template for a record
/v2/ api/ store/ {team_slug}/ setting/ message_template/ send - POSTPreview template text
/v2/ api/ store/ {team_slug}/ setting/ message_template/ preview
